All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2014-06-12? to Fri 2024-09-27 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SCHD × |
+8.64%
2024-09-27 |
2.771 TRR
2024-09-27 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
DGRO × |
+14.71%
2024-09-27 |
2.432 TRR
2024-09-27 |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
Thu 2014-06-12? to Fri 2024-09-27 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
+87.29%
+6.28%/yr |
+6.70%/yr
(R2=0.847) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
DGRO × |
+143.18%
+9.02%/yr |
+8.76%/yr
(R2=0.916) |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
Thu 2014-06-12? to Fri 2024-09-27 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2014-06-12 |
$18,728.61
2024-09-27 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
DGRO × |
$10,000.00
2014-06-12 |
$24,318.00
2024-09-27 |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||
Year | SCHD | DGRO |
---|---|---|
2024 (YTD) | +8.64% | +14.71% |
2023 | −1.30% | +6.90% |
2022 | −11.20% | −13.51% |
2021 | +18.92% | +18.32% |
2020 | +10.63% | +8.04% |
2019 | +21.85% | +26.94% |
2018 | −9.08% | −4.20% |
2017 | +16.10% | +20.46% |
2016 | +11.83% | +12.86% |
2015 | −2.99% | −1.42% |
2014 | +8.88% | +10.05% |
2013 | +28.58% | — |
2012 | +7.43% | — |
2011 | +5.39% | — |
Thu 2014-06-12? to Fri 2024-09-27 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | −5.80% |
−33.51%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
DGRO × | 0.00% |
−35.11%
2020-03-23 |
||||
iShares Core Dividend Growth ETF Exchange-Traded Fund | ||||||